The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Brad Rosenfeld The role ...

Prioritizing your onboarding process will help ensure customers begin successfully, obtain a clear understanding of how your service or product works, and build a relationship of trust with your ...

Onboarding can be a challenging time for your customer. They’re essentially in limbo, waiting to see value from your product so they can know they made the right decision to work with you. Before they ...

What Is Customer Onboarding In SaaS? Customer onboarding in SaaS means acquainting new users with products/services on offer. It is all about showing them the ropes, providing them the tools they need ...

Companies can never get stagnant on improving their customer experience. Yet too often, good customer service may focus solely on having more positive face-to-face interactions instead of addressing ...

Everyone's familiar with the well-known saying: “You never get a second chance to make a first impression.” In business, this adage speaks volumes about the importance of that first, ever-important ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Onboarding is the process by which a prospective customer’s ...

If the customer lifecycle is a performance, the onboarding process is the opener. If the opener doesn’t catch your attention, you don’t want to stay for the show. For many financial institutions, ...

In the age of digital connectedness, consumers have come to expect efficient and personalized interactions with brands. Most customers are more than happy to take their business to brands that deliver ...

According to HubSpot, happy customers are the top referral sources for companies. But turning a new client into a happy customer requires a successful customer onboarding strategy. If the experience ...

Produced with Dr. Martin Navias, Senior Visiting Research Fellow at King's College London, the five-part series provides best-practice guidance on the critical role of compliance in customer ...